Search public Form 5500 filings

13 results

Companies

companyThe Mortgage Firm, Inc.
EIN: 59-3345547Location: FLPlans: 2Latest: 2023

planThe Mortgage Firm, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: The Mortgage Firm, Inc.EIN: 59-3345547Plan: 001Participants: 611Assets: $27,166,613Location: Altamonte Springs, FLLatest: 2023
planThe Mortgage Firm, Inc. Health & Welfare Benefits Plan2023 filing
Sponsor: The Mortgage Firm, Inc.EIN: 59-3345547Plan: 501Participants: 237Assets: not reported in the loaded datasetLocation: Altamonte Springs, FLLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — The Mortgage Firm, Inc. 401(K) Plan
Sponsor: The Mortgage Firm, Inc.EIN: 59-3345547Plan: 001Ack ID: 20240722073126NAL0021074290001
filing2023 Form 5500 — The Mortgage Firm, Inc. Health & Welfare Benefits Plan
Sponsor: The Mortgage Firm, Inc.EIN: 59-3345547Plan: 501Ack ID: 20240724084224NAL0012716593001